Purchases and Sales Made in Q3 2021 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR US TECH BREAKTHROUG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.7K+ 180.92% |
$2.3M - $2.53M
|
89.6K
$4.86M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.5K+ 373.93% |
$1.18M - $1.29M
|
37.4K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.1K+ 1123.4% |
$1.08M - $1.19M
|
29.5K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.7KNew |
$786K - $863K
|
19.7K
$1.07M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7KNew |
$785K - $862K
|
19.7K
$1.07M
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
9.55KNew |
$381K - $418K
|
9.55K
$517K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.1K+ 47.87% |
$203K - $223K
|
15.8K
$853K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.58K+ 42.23% |
$183K - $201K
|
15.4K
$836K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.14K+ 24.9% |
$125K - $137K
|
15.7K
$852K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.44KNew |
$57.6K - $63.2K
|
1.44K
$78.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.01K+ 15.71% |
$40.3K - $44.3K
|
7.44K
$403K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
564New |
$22.5K - $24.7K
|
564
$30.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$20K - $21.9K
|
500
$27.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
442New |
$17.6K - $19.4K
|
442
$23.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33+ 46.48% |
$1.32K - $1.45K
|
104
$5.63K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24New |
$958 - $1.05K
|
24
$1.3K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-124Closed |
$4.95K - $5.43K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-228- 69.51% |
$9.1K - $9.99K
|
100
$5.42K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-321- 0.47% |
$12.8K - $14.1K
|
68.6K
$3.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-553- 18.19% |
$22.1K - $24.2K
|
2.49K
$135K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-611- 5.06% |
$24.4K - $26.8K
|
11.5K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.05KClosed |
$81.7K - $89.7K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-3.39K- 1.18% |
$135K - $149K
|
283K
$15.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.4KClosed |
$1.65M - $1.82M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.07M- 11.3% |
$42.6M - $46.8M
|
8.38M
$454M
|